Services

We help everyday families tackle life’s financial challenges. No matter which stage you are at on your financial journey, we’re here to help. All of our services are tailored to you and your unique financial circumstances, needs and wants.

Services

We help everyday families tackle life’s financial challenges. No matter which stage you are at on your financial journey, we’re here to help. All of our services are tailored to you and your unique financial circumstances, needs and wants.

Shannon Coward

Communications Assistant

Getting to know

Shannon Coward

Shannon is a recent addition to the My Wealth Solutions team whose focus is on improving all communications with our current and future clients and helping out in any way she can. With a background creating content about everything from mouth-watering eats to personal finance, Shannon provides My Wealth Solutions with a fresh, creative perspective.

Shannon graduated from the University of Queensland with two bachelor degrees in Journalism and Ancient History. She has a diverse background in content creation across a range of different mediums and plied her wordsmith ways for a number of prominent online media outlets before joining the My Wealth Solutions team. Shannon is passionate about using the power of communication to ensure that our clients are happy and well-informed at every stage of their financial journey.

Shannon is the go-to content queen in the office and is responsible for authoring everything from website copy to our printed communications material. Shannon’s aim is to make sure that you feel included and satisfied by all of My Wealth Solutions’ communications, no matter where you are on your journey with us. She also has the ability to sniff out an errant comma from a kilometre away, which she considers to be her secret superpower.

An avid reader, Shannon can usually be found curled up under a tree in a local park with her next greatest read or trawling through bookstores across Brisbane. Otherwise you can find her practicing her terrible Japanese, hitting the streets in search of dogs to pat, binging on M&M’s at the cinema or eating her way through Brisbane’s cafes in search of the one french toast to rule them all.

The company culture is amazing at MWS; everyone is dedicated to achieving the best results for our clients while still making time to have a laugh around the water cooler. I also love being able to see our clients achieve the goals they set out to achieve and helping them in any way I can, big or small.

As someone with a limited knowledge of financial planning before working with MWS, I wish people knew that financial planning is way more accessible than you may think and you don’t have to be wealthy to get started. Don’t spend another minute stressing about your money, let us help!

The Roman Emperor Augustus, because he was partly responsible for founding a lot of the systems and societal ideas which are still in use today. I really want to understand how his brain worked.

CLIENT TESTIMONIAL

Joining My Wealth Solutions was one of the best decisions I’ve made – they have a great team there and communication is fantastic. Ben walked me through the whole process and I knew I was in safe hands with the transparent explanations of all aspect’s of what I could expect. I can’t recommend them highly enough and am excited about what’s to come.

June J.

CLIENT TESTIMONIAL

So far my experience with Ben and the team at My Wealth Solutions has been exemplary. They have offered fantastic, reliable and prompt advice and their knowledge far outweighs the cost of service. I would recommend this route to anyone seeking financial advice. Looking forward to my future even more so thanks to My Wealth Solutions.

Adrian L.

CLIENT TESTIMONIAL

The team are extremely professional and helpful. Ben has taught me so much already and now I feel like real wealth creation is the reality of my future rather than something that I’m just hoping for. Emily has always gone over and above to make everything really easy for us as well as answering any questions we might have quickly and efficiently. I have and will continue to recommend MWS to any of my friends or family.

Francis R.

CLIENT TESTIMONIAL

Changed to Ben and the guys at My Wealth and have found them very active in setting up my finances after years of neglect. I liked that Ben challenged our thinking, was flexible in setting up our finances, and the team were very active in setting everything up.

Steve F.

CLIENT TESTIMONIAL

The team were very knowledgeable and took the time to ensure our needs were understood. Guy put forward some options to help us achieve our goals and set us up for a solid future.

Jagmeet V.

CLIENT TESTIMONIAL

The team at My Wealth are fantastic. They are easy to talk to while being up front and honest with their advice. The fee structures are easily explained and importantly they are always available to give advice or provide information. Ben, Nikki and Jessica are not only knowledgeable but also friendly, approachable and efficient.

Jarrad T.

CLIENT TESTIMONIAL

Ben and the team at My Wealth Solutions have been incredible to work with. They discussed our financial situation and proposed ways to improve our position in an easy but professional manner that left us feeling very secure about the future. Timely responses to our questions and keeping us up to date on changes and progress only enhanced the feeling of trust we had with them. Thoroughly recommend the team if you are looking for sound financial assistance.

Warren A.

CLIENT TESTIMONIAL

Honestly I had no real plan about my financial future and I was told to go and see a financial advisor by my accountant. He highly recommended Ben and the team at My Wealth Solutions and after the first visit I could see why…after my first visit I left with a plan about my financial future and some seriously exciting goals to work towards. Since then the team have been more than accomodating with putting everything in place…

James S.

award winning and highly recommended

Let’s create the future you’re hoping for

We believe in getting to know our clients first, so we can help make their financial ambitions a reality

Gold Coast

Sunshine Coast

My Wealth Solutions Pty Ltd ABN 66 153 751 832 is a Corporate Authorised Representative of GPS Wealth Ltd | AFSL 254 544 Australian Credit Licence 254 544 ABN 17 005 482 726
General Advice Warning The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your GPS Wealth Ltd (GPS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither GPS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.